SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$360
-4.0%
10,2910.0%0.01%0.0%
Q2 2023$375
-2.6%
10,2910.0%0.01%
-14.3%
Q1 2023$385
+8.1%
10,2910.0%0.01%
+7.7%
Q4 2022$356
-99.9%
10,291
-5.6%
0.01%
-18.8%
Q3 2022$343,000
-13.4%
10,902
-5.4%
0.02%
-20.0%
Q2 2022$396,0000.0%11,522
+6.9%
0.02%
+11.1%
Q1 2022$396,000
+2.6%
10,777
-2.7%
0.02%
+5.9%
Q4 2021$386,000
+4.6%
11,078
+0.4%
0.02%
-5.6%
Q3 2021$369,000
-2.1%
11,037
-1.2%
0.02%
+5.9%
Q2 2021$377,00011,1710.02%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders